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            Activate Service Territory Data Integration Rule

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Activate Service Territory Data Integration Rule

            Ensure that the service appointments scheduled by your portal users are routed to appropriate teams or individuals within specific regions or territories.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To activate or deactivate data integration rules: Customize Application
            1. From Setup, in the Quick Find box, enter Data Integration Rules, and then select Data Integration Rules.
            2. Select the Geocodes for Service Territory Address data integration rule.
            3. If the data integration rule is inactive, activate the rule.
            4. Save your changes.
             
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